Blackline, Inc.
BL- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001666134
In the last 90 days, Blackline, Inc. insiders filed 0 open-market purchases and 2 sales; 246 institutions reported holding it in 13F filings for Q2 2026, worth $1.70B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Blackline, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 292
- −18 vs. Q2 2024
- Shares held
- 60.4M
- +6.27M (+11.6%) vs. Q2 2024
- Total value
- $3.33B
- +$708.7M (+27.0%) vs. Q2 2024
- New holders
- 43
- 89 more added
- Sold out
- 61
- 111 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 246 | $1.70B |
| Q1 2026 | 279 | $2.37B |
| Q4 2025 | 308 | $3.55B |
| Q3 2025 | 273 | $3.29B |
| Q2 2025 | 297 | $3.70B |
| Q1 2025 | 278 | $3.14B |
| Q4 2024 | 306 | $3.89B |
| Q3 2024 | 292 | $3.33B |
| Q2 2024 | 313 | $3.04B |
| Q1 2024 | 303 | $4.02B |
| Q4 2023 | 316 | $3.57B |
| Q3 2023 | 298 | $3.23B |
| Q2 2023 | 293 | $3.12B |
| Q1 2023 | 314 | $4.04B |
| Q4 2022 | 301 | $4.01B |
| Q3 2022 | 296 | $3.60B |
| Q2 2022 | 306 | $4.11B |
| Q1 2022 | 328 | $4.38B |
| Q4 2021 | 367 | $6.28B |
| Q3 2021 | 340 | $6.85B |
| Q2 2021 | 342 | $6.37B |
| Q1 2021 | 355 | $5.99B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Blackline, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Hemington Wealth Management | 4 | $0 | 0.00% | +4 | New |
| Claris Advisors, LLC | 1 | $55 | 0.00% | +1 | New |
| Larson Financial Group LLC | 3 | $165 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $166 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $221 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $221 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 4 | $221 | 0.00% | +4 | New |
| C M Bidwell & Associates Ltd | 7 | $386 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $442 | 0.00% | +7+700.0% | Added |
| Farther Finance Advisors, LLC | 10 | $547 | 0.00% | −84−89.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $551 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11 | $607 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 12 | $662 | 0.00% | +12 | New |
| FinTrust Capital Advisors, LLC | 13 | $736 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $772 | 0.00% | −26−65.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 16 | $882 | 0.00% | +16 | New |
| Migdal Insurance & Financial Holdings Ltd. | 20 | $1.00K | 0.00% | −130−86.7% | Reduced |
| Allworth Financial LP | 19 | $1.05K | 0.00% | +19 | New |
| Fairman Group, LLC | 22 | $1.21K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $1.38K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 27 | $1.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $1.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $1.60K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 29 | $1.60K | 0.00% | +29 | New |
| IFP Advisors, Inc | 33 | $1.82K | 0.00% | +33 | New |
| Golden State Equity Partners | 34 | $1.87K | 0.00% | +34 | New |
| GWM Advisors LLC | 39 | $2.15K | 0.00% | −1,040−96.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 43 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $2.65K | 0.00% | −12−20.0% | Reduced |
| Ronald Blue Trust, Inc. | 57 | $2.76K | 0.00% | +57 | New |
| Wolff Wiese Magana LLC | 57 | $3.14K | 0.00% | −62−52.1% | Reduced |
| Sterling Capital Management LLC | 59 | $3.25K | 0.00% | +59 | New |
| Massmutual Trust Co FSB | 64 | $3.53K | 0.00% | +34+113.3% | Added |
| Rothschild Investment LLC | 70 | $3.86K | 0.00% | +60+600.0% | Added |
| Global Retirement Partners, LLC | 79 | $4.36K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 85 | $4.69K | 0.00% | −4−4.5% | Reduced |
| Lindbrook Capital, LLC | 95 | $5.24K | 0.00% | +79+493.8% | Added |
| Birchbrook, Inc. | 100 | $5.51K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103 | $5.68K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 121 | $6.67K | 0.00% | −32−20.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 136 | $7.50K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 139 | $7.66K | 0.00% | −142,158−99.9% | Reduced |
| Umb Bank N A | 150 | $8.27K | 0.00% | +126+525.0% | Added |
| Quadrant Capital Group LLC | 170 | $9.37K | 0.00% | +24+16.4% | Added |
| Jones Financial Companies LLLP | 181 | $9.57K | 0.00% | +181 | New |
| Northwestern Mutual Wealth Management Co | 175 | $9.65K | 0.00% | −3,563−95.3% | Reduced |
| Clearstead Advisors, LLC | 199 | $11.0K | 0.00% | −101−33.7% | Reduced |
| Parallel Advisors, LLC | 234 | $12.9K | 0.00% | −2,318−90.8% | Reduced |
| South State Corp. | 250 | $13.8K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 250 | $13.8K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 255 | $14.1K | 0.00% | +255 | New |
| Whittier Trust Co of Nevada Inc | 280 | $15.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 327 | $18.0K | 0.00% | +212+184.3% | Added |
| Rise Advisors, LLC | 409 | $22.6K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 436 | $24.1K | 0.00% | −10,653−96.1% | Reduced |
| GAMMA Investing LLC | 449 | $24.8K | 0.00% | +94+26.5% | Added |
| Quarry LP | 468 | $25.8K | 0.01% | −198−29.7% | Reduced |
| Harbor Investment Advisory, LLC | 500 | $27.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 561 | $30.9K | 0.01% | −15−2.6% | Reduced |
| CVA Family Office, LLC | 615 | $33.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 615 | $33.9K | 0.00% | +31+5.3% | Added |
| CWM, LLC | 646 | $36.0K | 0.00% | +107+19.9% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $44.1K | 0.01% | +800 | New |
| Proequities, Inc. | 826 | $45.5K | 0.00% | −18−2.1% | Reduced |
| First Horizon Advisors, Inc. | 954 | $52.6K | 0.00% | −656−40.7% | Reduced |
| Smartleaf Asset Management LLC | 1,010 | $53.4K | 0.01% | +7+0.7% | Added |
| Virtus Fund Advisers, LLC | 980 | $54.0K | 0.22% | −344−26.0% | Reduced |
| Asset Management One Co.,Ltd. | 1,057 | $58.3K | 0.00% | −65−5.8% | Reduced |
| STRS Ohio | 1,100 | $60.7K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,246 | $69.0K | 0.00% | +1,246 | New |
| Bessemer Group Inc | 1,278 | $71.0K | 0.00% | −113−8.1% | Reduced |
| Broadwater Capital Management LLC | 1,300 | $71.7K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 1,392 | $77.0K | 0.05% | +337+31.9% | Added |
| 1620 Investment Advisors, Inc. | 1,408 | $77.6K | 0.06% | +97+7.4% | Added |
| Advisor Group Holdings, Inc. | 1,480 | $81.6K | 0.00% | −1,852−55.6% | Reduced |
| KBC Group NV | 1,514 | $83.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,637 | $90.3K | 0.00% | +705+75.6% | Added |
| State of Wyoming | 1,685 | $92.9K | 0.01% | +153+10.0% | Added |
| FNY Investment Advisers, LLC | 1,750 | $96.0K | 0.05% | −800−31.4% | Reduced |
| Acadian Asset Management LLC | 2,028 | $111.0K | 0.00% | +2,028 | New |
| Tower Research Capital LLC (TRC) | 2,034 | $112.2K | 0.00% | −7,776−79.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2,368 | $130.6K | 0.00% | −138−5.5% | Reduced |
| Parkside Financial Bank & Trust | 2,503 | $138.0K | 0.02% | +140+5.9% | Added |
| Fifth Third Bancorp | 2,570 | $141.7K | 0.00% | +264+11.4% | Added |
| Icon Wealth Advisors, LLC | 2,826 | $155.8K | 0.01% | −1,211−30.0% | Reduced |
| Mackenzie Financial Corp | 3,711 | $204.6K | 0.00% | +3,711 | New |
| Crossmark Global Holdings, Inc. | 3,752 | $207.0K | 0.00% | −6,584−63.7% | Reduced |
| Xponance, Inc. | 3,792 | $209.1K | 0.00% | +3,792 | New |
| Sciencast Management LP | 4,020 | $221.7K | 0.07% | +4,020 | New |
| DC Investments Management, LLC | 4,087 | $225.4K | 0.16% | +4,087 | New |
| Stifel Financial Corp | 4,096 | $225.9K | 0.00% | −75,555−94.9% | Reduced |
| Sanctuary Advisors, LLC | 3,641 | $228.3K | 0.00% | −900−19.8% | Reduced |
| Whittier Trust Co | 4,297 | $236.9K | 0.00% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,423 | $243.9K | 0.02% | +4,423 | New |
| Aquatic Capital Management LLC | 4,700 | $259.2K | 0.01% | +4,700 | New |
| Wrapmanager Inc | 4,750 | $261.9K | 0.07% | −149−3.0% | Reduced |
| Congress Wealth Management LLC | 4,884 | $269.3K | 0.00% | +4,884 | New |
| Atria Investments LLC | 5,115 | $282.0K | 0.00% | −9,138−64.1% | Reduced |